OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

Outlook Customer Manager

We have partnered with UserVoice, a third-party service, to collect feedback from you and other Outlook users. Your use of the portal and your submission is subject to the UserVoice Terms of Service & Privacy Policy, including the license terms. Please do not send any novel or patentable ideas, copyrighted materials, samples or demos for which you do not want to grant a license to Microsoft.

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Enable Outlook for Mac Customer Manager to have full functionality.

    Enable Outlook for Mac Customer Manager to have full functionality.

    117 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      17 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
    • Sharing of timeline information

      When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.

      59 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        6 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
      • We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

        Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

        66 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          9 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • Automatically share the full time line of shared contacts.

          My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

          78 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            Working on it  ·  14 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • Anmdroid App

            Android App for Outlook contacts manager

            45 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • One contact with multiple deals isolate emails

              I have a contact that I work with on multiple deals, I would like to isolate each email based on its appropriate deal. I would also like to ensure that emails that are not related to any specific deal are not shown on any deal.

              29 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

                Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

                24 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Assign a deal after it has been created

                  It would be great if a task could be created by a user and then assigned to a different user.

                  e.g. A telesales creates a deal and then assigns it to an external sales rep.

                  24 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • 22 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sync Business Center contacts

                      The Business Center apps contacts tab has a field to show whether a contact is a customer or a lead - this information seems not to be available anywhere in OCM, which makes using Business Center with OCM pretty much pointless. Surely, the fields should be synced.

                      17 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                      • Syncronize with local Outlook contacts

                        It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

                        89 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                        • Import contacts and/or companies in bulk

                          There needs to be a way to easily import bulk companies and/or contacts into OCM. I know this is a problem but couldn't see it as a suggestion in the ideas list unbelievably!

                          10 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • duplicates

                            When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

                            14 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                            • How can I adress an task to my college inside the Customer Manager?

                              I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

                              33 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • sso
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                2 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
                              • Sort and change columns order on deals list

                                Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

                                62 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • sso
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow multi-select of contacts and then allow setting all selected contacts to Shared status

                                  There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

                                  Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

                                  49 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • sso
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    5 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Work in progress?

                                    Is Outlook Customer Manager still an active project, or is it being dropped?

                                    13 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • sso
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • One should be able to filter the deals based on Owner. This will help in seeing deals specific to each sales guy

                                      When I try to choose a filter on deals based on Owner, the filter criteria does not allow to choose a name or type a name. The box comes as disabled.

                                      12 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • sso
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to set default value to YES for sharing contacts and deals

                                        When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

                                        166 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • sso
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          16 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                        • When task are complete, they should be removed from task count.

                                          When tasks are complete, the should be removed from Task count. An OCM Company may show 3 tasks but all are completed.

                                          6 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • sso
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 13 14
                                          • Don't see your idea?

                                          Outlook Customer Manager

                                          Feedback and Knowledge Base